CLIENTS
Who we work with +
You may be an individual taxpayer, but you’re not alone with Halo Tax + Accounting.
We specialise in making tax and accounting simple, and tailored to you.
We help you by:
- ensuring we truly understand your circumstances and financial goals
- securing all the offsets, deductions and returns you’re entitled to
- sharing our tips to boost your wealth
- alleviating money fears or worries, with valuable and friendly advice
Supporting your relationship with money
Whether you’re totally organised with your finances, or allergic to anything ‘numbers’, it’s all ok. We support you all the way.
Any question you have is welcomed and answered respectfully and thoroughly, in plain English.
(We think the only stupid questions are the ones left un-asked!)
We’ve got your back. Let’s get started.
You’re the entrepreneur, the small business owner, the ‘always-on’ driver of your empire.
You are aware that today’s hard work and smart thinking can lead to big future gains.
While you live and breathe your business, we run alongside you to manage your accounts and tax obligations.
Sole trader opportunities
We’re across the latest small business and sole trader government schemes and tax concessions – and we love pairing your business with the most appropriate and advantageous ones.
Flexible – ready when you are
You’re not a 9-5er, so we work around your schedule with flexible appointment times and virtual meetings. Keep on doing what you do best, uninterrupted by the accounts, and reporting.
Leave that all to us.
Your business was created to generate wealth and satisfy goals – it was built to succeed. You want an accounting firm that has the experience, knowledge, and initiative to take you and your business forward.
Our unique approach combines accounting, business advisory, corporate secretarial, and tax compliance to help you achieve the best possible results.
We help your company / partnerships:
- navigate the accounting and tax responsibilities of your business
- approach your business decisions wisely
- make the most of opportunities
- avoid risks and
- optimise returns
The responsibilities of a Trustee can be complex.
It’s important to understand the legal structures around your Trust to ensure:
- the assets are protected from loss
- Trust income is managed well, and
- you are protected from legal ramifications
Trusts and Tax
Trusts can be advantageous from a tax perspective, particularly for income from business activities, investments, and capital gains. Having an expert accountant on your team who knows the ‘ins and outs’ of this structure is critical to the security and sustainability of your Trust.
Our highly qualified accountants have a wealth of experience and knowledge in setup and management of:
- Discretionary (Family) Trusts
- Unit Trusts
- Hybrid Trusts
We can guide you through the complexity.
If you manage a SMSF and would like the peace of mind that sound advice brings, let us manage it with you. We provide a host of SMSF accounting services, such as:
- Administration of SMSFs
- Superannuation advice and planning
- Preparation of tax returns and financial statement
- Preparation of trustee minutes and superfund audits
- Preparation of all documentation required to transfer to the pension stage
SERVICES
How we help +
TAXATION SERVICES
Income tax returns
Tax planning
Fringe benefits tax
Salary packaging
All tax-related matters
GST SERVICES
GST Registration
Preparation of quarterly or monthly Activity statements
Lodgement of Business Activity Statements (BAS)
Advisory Services
BOOKKEEPING
XERO, MYOB & Quickbooks – management and setup
Small to medium business bookkeeping in:
- Retail
- Professional Services
- Hospitality
- Entertainment & the Arts
- Medical & healthcare and more…
FINANCIAL ACCOUNTING
Management reporting
Budgeting
Cashflow projections
Financial analysis
SUPERANNUATION
Superannuation advice and planning
Preparation of tax returns and financial statement
Preparation of trustee minutes and superfund audits
Preparation of all documentation required to transfer to the pension stage
CORPORATE SECRETARIAL
Preparation and lodgement of annual returns
Attendance to all other statutory requirements
Company searches and information retrieval
BUSINESS ADVISORY
Business planning
Performance monitoring and evaluation
Industry comparisons
Business valuations
Management consulting
PERFORMANCE REPORTING
Timely monitoring and reporting via cloud-based software
Financial Reporting
Performance & KPI-Tracking
Cashflow & Budgets
OTHER SERVICES
Single Touch Payroll
Bank submissions
Payroll services
Business or Trust setup
ASIC Compliance
We get a kick out of teaching you how to manage your money.
You work hard to earn your dollars.
But have you learned how to make the most out of them?
No matter your age, circumstances or where you are in life, it’s important to learn about money to help secure your financial future.
We are experts at financial literacy, and we love to share what we know.
Every Halo client can take advantage of our team’s personalised advice. We’re problem-solvers and brainstormers – applying our wealth of knowledge to your financial goals.
As they say, “If you want to go fast, go alone. If you want to go far, go together.”
STRATEGY
Opportunity awaits.
The world of tax, superannuation, investment, technology, and business administration is swiftly evolving and ever-changing.
Luckily, Halo tax accountants keep up with all current regulations so we can spot opportunities for our clients.
We:
- show you strategies that you can implement today that may set you in good stead for the future
- notify you of developments in tax law that are pertinent to you or your business
- implement tax and wealth optimisation strategies
- outline options for improving your current financial circumstances
- advise you of opportunities and action them for you
We want you and your business to have a bolder, more confident, and proactive financial plan.
Simple Fees.
Outstanding Service.
Below is a quick guide to our standard service fees.
If your specific accounting needs are complex, or you would like the added benefit of personalised, easy-to-action advice from an experienced accountant, please get in touch for a custom service quote.
STANDARD
If you're a Sole Trader or PAYG Employee- Basic Tax Return (PAYG Employee – standard appt) $160 to $225
- Business Worksheet (Sole traders – extended appt) $50 to $300
- Rental calculations, Investment Properties, Capital gain calculations, Motor Vehicle log book method, Medicare exemption processing, etc. are additional.
EXTENDED
Services for Sole Traders, Companies & Trusts- Call us for an obligation free chat so that we can better understand your needs and whether we are a good fit for you.
- Fees structured to your needs
- New Pty Ltd Company Formation from $925
- New Trust Formation from $1850
EXTENDED
Services for Self Managed Super Funds- Services from $1500
- SMSF Tax Return
- Financial Statements
- Trustee minutes
- Superfund audits
Book with us +
We are currently upgrading our online booking form.
To book an in-office, phone or video conference appointment with Halo Tax + Accounting, please call 02 9497 5005.
What our clients say.
“Greg finds your money”
I highly recommend going to see Greg! He’s incredibly helpful and friendly, does quick work, and finds your money.
– Lizzie Strobel
“Thanks so much for the great advice!”
I cannot recommend Prime Tax Experts and Greg enough. I’m in Sydney on a WHV and needed to get my taxes done before I left the country. Greg had me in and out in 30 minutes with just about half of all my taxes back in my pocket! Thanks so much for the great advice!
– Nick from Canada
“Greg can answer anything.”
I did my tax return with Greg and he was really helpful! I had some complicated questions but he was able to answer everything, and made it a great experience.
– Meghan Walsh
YOUR REGISTERED TAX AGENT AND PUBLIC ACCOUNTANT
Greg Bartels
MAcc PGDipMgt MIPA
I created Halo Tax + Accounting as a way to use my passion for accounting to help as many people and businesses as I can.
What distinguishes me from your typical accountant is my breadth of experience in both large and small businesses. From owning finance companies, retail stores, hairdressing salons and a laundromat to having held senior management positions in large companies both here and overseas.
I look out for my clients and thrive on finding out the methods and strategies that help them live life peacefully, happy and positive about their future.
I’m building Halo to have a great work culture, with an agile and clever team – a place where I and all staff can work in our zone of genius, so you can reap the rewards. Then we’re all happy.
Managing your accounting needs and the smooth running of your business needn’t be difficult, tedious, overwhelming or scary.
Leave it all with Halo, go do what you do best, and know we’re here if you need us.
Good people to work with +
Halo Tax + Accounting is proud to partner with outstanding businesses to provide a wealth of services to our clients.
Visit us +
We are more than happy to meet you in person in our offices, or over the phone.
Let us know what works best for you.
Address:
Level 9, 10 Spring Street Sydney NSW 2000
Phone: (02) 9497 5005
Mobile: 0422 452 536
Email us: [email protected]